Institutional Ownership Ishares 0 5 Year High Yield CO (SHYG)
This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG). We have compiled data on the 599 institutions that hold shares in the stock, with a total of 130 Million shares, which have been reported (via 13F filing form) to have a value of $5.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
231,390
shares
|
$10 Million
0.03% of portfolio
|
Q2 2025
Added 474.81%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
231,161
shares
|
$9.99 Million
2.95% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
225,023
shares
|
$9.73 Million
9.85% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
219,280
shares
|
$9.48 Million
0.76% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
217,929
shares
|
$9.42 Million
4.17% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
217,415
shares
|
$9.4 Million
2.95% of portfolio
|
Q2 2025
Reduced 45.77%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
205,574
shares
|
$8.88 Million
0.3% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Whitford Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
202,000
shares
|
$8.73 Million
9.24% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
197,217
shares
|
$8.52 Million
5.28% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
196,241
shares
|
$8.48 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
196,241
shares
|
$8.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
195,411
shares
|
$8.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
187,827
shares
|
$8.12 Million
3.28% of portfolio
|
Q2 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
185,457
shares
|
$8.02 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
182,476
shares
|
$7.89 Million
5.05% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
181,417
shares
|
$7.84 Million
3.72% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
181,200
shares
|
$7.83 Million
0.46% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
179,428
shares
|
$7.75 Million
2.97% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
171,168
shares
|
$7.4 Million
0.04% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
171,103
shares
|
$7.4 Million
2.75% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
170,818
shares
|
$7.38 Million
1.95% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
165,940
shares
|
$7.17 Million
0.04% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Western Asset Management Company, LLC
Pasadena, CA |
Aug 12, 2025 Q2 2025 |
165,300
shares
|
$7.14 Million
20.86% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
165,231
shares
|
$7.14 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
156,133
shares
|
$6.75 Million
0.28% of portfolio
|
Q2 2025
Reduced 26.65%
|